The Irrelevant Investor
6 days ago · Stocks Are More Expensive Than They Used to Be. Because the Companies are So Much Better
A Few Thoughts On the Selloff - The Irrelevant Investor
Aug 5, 2024 · Blowing air on the flame, over the weekend we learned that Buffett dumped half of his Apple exposure. Alex Morris notes that Apple is still 30% of Berkshire’s equity portfolio at the end of the second quarter. But context aside, Apple was likely to fall on this report, dragging down mega-cap tech with it.
I'm Not Saying Things Aren't Crazy - The Irrelevant Investor
Jun 11, 2024 · This is not the 1990s stock market. From 1995-1999, 108 stocks in the S&P 500 doubled. 39 in 1999 alone.
How Lies Spread - The Irrelevant Investor
May 23, 2024 · 55% believe the economy is shrinking, and 56% think the US is experiencing a recession, though the broadest measure of the economy, gross domestic product (GDP), has been growing.
The Rally is Broadening
Oct 10, 2024 · At their peak in July, the Mag 7 contributed 12% of the 19% rally in the S&P 500, driving 64% of the overall return. There was a lot of hemming and hawing that when they fizzled out, the rest of the market was in big trouble.
Concentration is Everywhere - The Irrelevant Investor
Aug 25, 2024 · If global liquidity continues to rise, financial markets may strengthen further, with equities likely continuing their upward trajectory. A persistent increase in liquidity would likely lead to lower borrowing costs and stimulate economic activity, but it would also raise concerns about asset bubbles and financial stability.
Archive - The Irrelevant Investor
Stocks Are More Expensive Than They Used to Be. Because the Companies are So Much Better
Animal Spirits: A Healthy Pullback - The Irrelevant Investor
Apr 24, 2024 · The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees.
These Are the Goods - The Irrelevant Investor
Apr 21, 2024 · Tim Ferriss is a writer, podcaster, and investor. We cover the power of staying curious and having meaningful conversations, the universal characteristics of world-class performers, and how to spot investing opportunities in new and uncrowded spaces.
It's Always Hard to Beat the Market - The Irrelevant Investor
Jun 18, 2024 · The S&P 500 is up 15.5% year-to-date. The average stock in the index is up 6%. The median stock is up less than 5%. It’s a hard year to beat the index.